Designations and Licenses

Morgan is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Morgan builds and maintains client relationships by working as part of a wealth team that provides comprehensive wealth management plans to clients. She also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.

Prior to joining Mariner, Morgan was an analyst at Highland Financial Advisors, where she prepared financial planning and investment data on comprehensive planning topics, coordinated client onboarding data collection processes and developed custom financial and investment plans for clients.

Morgan has a bachelor’s degree in financial planning with a minor in economics from William Paterson University of New Jersey.

Personal Interests

Away from the office, Morgan enjoys volunteering with FOWA Animal Rescue, traveling, reading, hiking with her dog and spending time at the beach.